West Branch Capital’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Hold |
28
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $12.7K | Hold |
28
| – | – | ﹤0.01% | 261 |
|
|
2024
Q4 | $13.4K | Hold |
28
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $12.9K | Hold |
28
| – | – | ﹤0.01% | 253 |
|
|
2024
Q2 | $11.4K | Hold |
28
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $12.7K | Hold |
28
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $13.4K | Hold |
28
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $12.2K | Hold |
28
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $11.2K | Hold |
28
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $11.6K | Hold |
28
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $11.2K | Hold |
28
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $11K | Hold |
28
| – | – | 0.01% | 274 |
|
|
2022
Q2 | $11K | Hold |
28
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $12K | Hold |
28
| – | – | 0.01% | 278 |
|
|
2021
Q4 | $14K | Hold |
28
| – | – | 0.01% | 293 |
|
|
2021
Q3 | $11K | Hold |
28
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $9K | Buy |
+28
| New | +$9K | ﹤0.01% | 331 |
|